Quilter Mortgage Planning Limited

Date authorised
1 April 2013
Companies House
05495327
Last scraped
9 hours ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Senator House
    85 Queen Victoria Street
    London
    EC4V 4AB
    UNITED KINGDOM
    Phone
    +442075625800
    Web
    https://www.quilter.com

  • Complaints Contact

    Quilter Financial Planning Complaints Department
    Sunderland
    SR43 4JR
    UNITED KINGDOM
    Phone
    +448081415077

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Lauren Elizabeth Murphy

    IRN LEM00014

    • (1)CF4 Partner (AR) (16 Dec 2008 to 9 May 2011)
  • Lauren Gault

    IRN LXG00079

    • (50)CF1 Director (AR) (since 29 Jan 2021)
  • Lauren O'Dwyer

    IRN LXO00063

    • (1426)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1427)Appointed representative dealing with clients for which they require qualification (since 26 May 2021)
  • Lauren Rebecca Murphy

    IRN LXM26723

    • (1935)CF1 Director (AR) (7 Jan 2020 to 13 Apr 2022)
    • (1934)Appointed representative dealing with clients for which they require qualification (1 Jan 2020 to 13 Apr 2022)
  • Laurence Alexander Grais

    IRN LAG00005

    • (702)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (703)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Laurence Ball

    IRN LXB00302

    • (1498)Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 20 Dec 2024)
  • Laurence Clarke

    IRN LXC00468

    • (1441)Appointed representative dealing with clients for which they require qualification (9 Mar 2023 to 5 Nov 2025)
  • Laurence David Strich

    IRN LDS00007

    • (2211)CF1 Director (AR) (19 Sep 2011 to 22 Mar 2013)
  • Lawrence Byng

    IRN LMB01169

    • (827)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (828)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (829)CF1 Director (AR) (since 5 Jun 2017)
  • Lawrence Docherty

    IRN LXD00062

    • (2329)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jul 2023)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1505)SMF17 Money Laundering Reporting Officer (MLRO)

  2. controlled function added: (1504)CF1 Director (AR)

  3. controlled function added: (1503)SMF11 Chair of the Audit Committee

  4. controlled function added: (1502)CF1 Director (AR)

  5. controlled function added: (1501)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1499)CF1 Director (AR)

  8. controlled function added: (1498)CF1 Director (AR)

  9. controlled function added: (1497)CF1 Director (AR)

  10. controlled function added: (1496)Appointed representative dealing with clients for which they require qualification

Show more